EWS

Evergreen Wealth Solutions’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,700	Closed	-$242K	–	113
2023 Q3	$242K	Sell	4,700 -1,500	-24%	-$77.3K	0.24%	89
2023 Q2	$307K	Sell	6,200 -1,425	-19%	-$70.6K	0.31%	78
2023 Q1	$393K	Buy	+7,625	New	+$393K	0.45%	70